What would this cost me each month?

As part of getting to know you, one of the questions I ask is about your income and your average monthly expenditure.

This enables me to establish affordability and gives me an idea of what additional disposable income you can afford to contribute to meet any gaps in your initial financial planning to meet your goals of investing and insurance protection.

After establishing what disposable income you may have, we will then agree on a budget that you are prepared to spend to bridge the gaps in your financial planning.

It is important that any solution or solutions recommended are affordable for you now and in the future.